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Marsh & McLennan

1,554 hedge funds and large institutions have $86.9B invested in Marsh & McLennan in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 548 increasing their positions, 602 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.89% less ownership

Funds ownership: 90.63%87.74% (-2.9%)

10% less capital invested

Capital invested by funds: $96.9B → $86.9B (-$9.97B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$125M
Puts
$113M
Net Calls
Net Calls Change

Top Buyers

1 +$394M
2 +$277M
3 +$254M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$248M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$177M

Top Sellers

1 -$722M
2 -$341M
3 -$300M
4
Amundi
Amundi
France
-$285M
5
NLI
Nippon Life Insurance
Japan
-$264M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1051
Avior Wealth Management
Nebraska
$349K
UB
1052
Umpqua Bank
Oregon
$346K
MA
1053
MCF Advisors
Kentucky
$346K
VAG
1054
VisionPoint Advisory Group
Texas
$346K
WANY
1055
Wealthspire Advisors (New York)
New York
$346K
DWA
1056
Douglass Winthrop Advisors
New York
$345K
WCWM
1057
Willow Creek Wealth Management
California
$344K
GM
1058
GeoWealth Management
Illinois
$344K
IP
1059
Investment Partners
Ohio
$343K
PI
1060
PFG Investments
New York
$343K
RMCM
1061
Reynders McVeigh Capital Management
Massachusetts
$340K
CBB
1062
Citizens Business Bank
California
$340K
SG
1063
StoneX Group
New York
$339K
SCP
1064
Sivia Capital Partners
California
$339K
MWA
1065
Meridian Wealth Advisors
Texas
$338K
TA
1066
TFB Advisors
Kansas
$336K
MG
1067
Mather Group
Illinois
$335K
TC
1068
TFR Capital
Texas
$333K
TW
1069
TritonPoint Wealth
Maryland
$332K
RW
1070
RVW Wealth
California
$331K
SWM
1071
SeaCrest Wealth Management
New York
$330K
MC
1072
Middleton & Co
Massachusetts
$330K
MSFS
1073
Main Street Financial Solutions
Pennsylvania
$329K
BA
1074
Bellwether Advisors
Nebraska
$329K
CA
1075
Continuum Advisory
Idaho
$328K